Bookkeeper to Trusted Advisor: TFB Spotlight on Cindy Noelk

tfb-star-spotlightAre you primarily providing compliance and data entry, or are you looking to make the transition from “just” a bookkeeper to trusted advisor for your clients and your own practice growth?

I caught up with fellow virtual bookkeeper, Cindy Noelk of Cindy's Mobile Bookkeeping, to see how she has made the swtich and get her best advice for embracing a more profitable way of starting and growing your freelance bookkeeping business

Watch or listen to this interview now! Total running time is 31 minutes.

Would you rather just listen to the interview?  Download Audio Here (right-click and “Save As…”)

Interview Highlights:

  • Started her practice in 2009 (in Florida – currently located in Buffalo NY)
  • The QuickBooks ProAdviosr Program helped to jump start her business; it's still a main source of new client inquiries
  • Biggest challenge was getting clients during the recession
  • Got initial clients using traditional marketing & referrals from volunteer work
  • She has learned to set clear boundaries for the clients she accepts based on software and industries
  • CPAs are a main source of referrals; she has built a strategic network by nurturing existing contacts
  • She recently became a certified Profit First Professional and is working more deeply with clients to help them build financially strong and healthy businesses (based on the methods found in the book, Profit First by Mike Michalowicz)
  • If she had to do it all over again, she would have started with higher rates and done more marketing
  • If she had to do it all over again, she would be just as responsive to clients (great customer service)
  • Best marketing methods now for Cindy is the Find-a-ProAdvisor website, strategic referral network, and sending email newsletters

Tools Cindy Uses:

Used with clients:
QuickBooks Online
Dropbox – online file sharing / storage
eBility – for client time tracking

Cindy's best advice for struggling bookkeepers: Learn the automation

Cindy is a Charter TFB Premium member – monthly business training for freelance bookkeepers

Learn more about Cindy Noelk at Cindy's Mobile Bookkeeping

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Freelance bookkeeper, trainer and consultant who works with internet savvy business owners and bookkeeping professionals to maximize cash flow and build true win-win relationships.

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2 Responses to “Bookkeeper to Trusted Advisor: TFB Spotlight on Cindy Noelk”

  • Abdul on November 10, 2015

    Thanks for this article. Its tlemiy for me. I’m nearing 40 and have been a stay at home parent for the past 10 years. I’m about to re-enter the workforce and wondered how much catch-up I would need to do. Its not quite as dire in my case as my husband has been putting away retirement money but the more the better.

    • Gabrielle on November 10, 2015

      @Abdul – Glad this is helpful to you. Depending on where you are with your bookkeeping career… or where you left off… I cover the bare bones foundational qualifications you need to be a freelance bookkeeper in my free report. If you haven’t downloaded it yet, I think it will point you in the right direction, including the resources I recommend to get you on your way.

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